Sr. Deal Desk Manager

Overview

Lead complex SaaS deal structuring, pricing, and compliance across Sales and Finance.

Key Responsibilities

• deal advisory
• kpi reporting
• salesforce cpq
• financial modeling
• process optimization
• policy governance

Tasks

-Deal Expert: Serve as the primary subject matter expert and trusted advisor to the Sales and Customer Success teams on all deal-related matters, including complex contract structures, non-standard terms, and exception management. -Reporting & Metrics: Own and report on Deal Desk Key Performance Indicators (KPIs) such as deal cycle time, discount velocity, exception rates, and deal profitability to provide actionable insights for GTM and Finance leadership. -Tooling & Systems: Partner with RevOps/IT to define business requirements, test, and implement enhancements for critical deal-related systems, primarily Salesforce (CPQ), ERP (e.g., NetSuite), and other contracting tools. -Field Advocacy & Feedback: Partner closely with Product and Pricing teams by providing crucial "field-level" feedback based on deal exceptions and market friction. This feedback will directly inform the evolution of AppFolio's pricing models and product packaging strategy. -Training & Enablement: Develop and deliver targeted training and enablement to the field organization on new policies, tools, pricing, and best practices to drive consistency and self-service. -Revenue Recognition & Compliance: Ensure all deals are structured and documented in compliance with company policies, internal approval matrices, and U.S. GAAP revenue recognition principles. -Strategic Analysis: Analyze recurring deal exceptions and custom requests to provide data-backed recommendations to the Pricing and Strategy teams, helping them to identify gaps in current offerings and opportunities for profitable adjustments. -Modeling & Analysis: Develop and manage sophisticated financial models to evaluate the economic impact (e.g., Gross Margin, TCV, ARR, discount ROI) of non-standard deal terms, presenting clear risk/reward profiles and recommendations to senior leadership. -Policy Governance: Act as the governance owner and operational enforcer of the official pricing policies, discount guidelines, and approval matrices set forth by the Pricing and Strategy teams. -Process Optimization: Drive continuous improvement of the Quote-to-Cash (QTC) process, including deal intake, quoting, approval workflows, and booking to enhance efficiency, scalability, and sales productivity. -Strategic Consultation: Provide real-time, data-driven consultation on deal strategy, pricing, and commercial terms to maximize profitability, manage risk, and accelerate the sales cycle for high-value and enterprise transactions. -Operational Readiness: Collaborate with Pricing and Product Marketing to ensure operational readiness for all new product introductions and packaging changes, helping to design workflows and configure systems (CPQ) to support them flawlessly before launch.

Requirements

• salesforce
• zuora cpq
• 8+ yrs
• bachelor's
• communication
• analytical

What You Bring

-Technical Acumen: Expert-level proficiency with CRM systems (Salesforce required) and CPQ tools (e.g., Zuora CPQ, other Revenue Cloud applications). -Communication: Exceptional written and verbal communication skills, with the ability to build effective working relationships and influence stakeholders at all levels of the organization. -Experience: 8+ years of progressive experience in Deal Desk, Sales Operations, Commercial Finance, or Revenue Operations roles within the Enterprise SaaS or B2B software industry, preferably at a publicly traded company. -Analytical Skills: Superior analytical and problem-solving skills, with a proven ability to translate complex data and financial models into clear, executive-level recommendations. -Financial & Legal Literacy: Strong understanding of U.S. GAAP revenue recognition principles and the ability to interpret, understand, and negotiate commercial/legal contract terms. -Operational Mindset: Demonstrated success in designing, implementing, and optimizing cross-functional processes and workflows in a high-growth, fast-paced environment. -Education: Bachelor's degree in Business, Finance, Economics, or a related quantitative field.

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About Appfolio

-Founded in 2006 by Klaus Schauser and Jon Walker, AppFolio emerged to simplify property management through centralized cloud software. -Its flagship product, AppFolio Property Manager, integrates accounting, leasing, marketing, maintenance, and reporting into one platform. -In 2012 it acquired MyCase, later divesting it in 2020 to refocus solely on real estate solutions. -AppFolio has expanded via acquisitions like RentLinx, WegoWise and Dynasty Marketplace to enhance listing presence, analytics, and AI capabilities. -Typical customers range from small landlords to large portfolios, covering single-family, multifamily, commercial, student housing, and community associations. -Its Stack™ Marketplace enables seamless third-party integrations tailored to unique workflows. -In 2024 it introduced Realm-X, a generative AI assistant that automates tasks like report generation, messaging, and maintenance coordination. -Known for rapid feature rollout, mobile-first investor tools, and embedded AI, it stands out in real-time property and investment management.

Sector Specialisms